The Oculus Rift officially launches today, and will be followed soon by the HTC Vive and the Sony PlayStation VR. I’m optimistic about virtual reality, but I still don’t understand why Facebook is involved: the company should learn from Google and Android.
Instagram’s Algorithmic Feed, Apple and the Cloud, Microsoft and Okta
Instagram is changing the feed, and even though users say they don’t like it it’s the right decision. Plus, why Snapchat may be a threat. Then, two pieces of news about Apple and the cloud, both good and bad. Plus, Microsoft is still competitive, and rightly so.
Bitcoin and Diversity
First, an exploration of the block size debate that is roiling the Bitcoin world, and then how lessons from that debate apply to diversity in tech.
The Voters Decide
An apolitical analysis of what is happening in U.S. politics through the lens of Aggregation Theory
Twitter Earnings; Twitter Retrenches; Facebook, Andreessen and India
Twitter’s earnings had good and bad parts, and one big red flag. More interesting was the company’s decision to retrench and own “live.” Then, how Facebook and Marc Andreessen managed to screw up so badly.
The Reality of Missing Out
Tech is entering a period of inequality where the big winners lift the sector as a whole even as smaller companies suffer. The best example is Facebook, Google, and digital advertising.
Why I Stand by Peak Google, Amazon is Fine, More Amazon Stores?
Google had great earnings again, and was briefly the most valuable company in the world. That doesn’t change my opinions in Peak Google. Then, Amazon lost the expectations game, but the underlying business continues to look great. Plus, a theory about those rumored Amazon stores.
Semil Shah: How FANGAM Impacts Startups, How Startups Adjust to FANGAM, Investing in a FANGAM World
Ben is on vacation, so Semil Shah wrote a guest post about startups in a world dominated by FANGAM: Facebook, Amazon, Netflix, Google, Apple, and Microsoft.
Facebook Earnings, Five Facebook Facts, Additional Facebook Observations
Facebook earnings were once again impressive: they have a killer market, but the company continues to execute fantastically, particularly on the business side.
How Facebook Squashed Twitter
Twitter uncovered the most powerful format in mobile back in 2006: the feed. But, in 2009, Facebook went algorithmic while Twitter remained to hard to use. Now, it’s almost certainly too late.